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Obermeyer Wealth Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Obermeyer Wealth Partners’s Portfolio ITA Stock Details ITA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-730
Closed -$30K – 170
2013
Q2 		$30K Buy
+730
New +$28.4K 0.01% 160

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Obermeyer Wealth Partners's ITA Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2013, closing a stake of 730 shares — an estimated $30K sold.

Obermeyer Wealth Partners first reported a position in ITA in Q2 2013 and held it in 1 quarter. The position peaked at $30K in Q2 2013. 34 funds tracked by Wall St. Rank hold ITA as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 730 iShares US Aerospace & Defense ETF shares in Q3 2013, an estimated $30K.
  • Obermeyer Wealth Partners first reported a position in iShares US Aerospace & Defense ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's iShares US Aerospace & Defense ETF position peaked at $30K in Q2 2013.
  • 34 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.